Regional Managing Director - Principal Financial Network
Core
Lead a profitable business center by recruiting, training, motivating, and retaining financial advisors to achieve production and retention goals.
Role type
Senior leadership sales manager (financial services)
Builds
A high-performing team of financial advisors and a profitable business center
Domain
Financial services / Insurance / Securities
Required skills
Sales techniques, Insurance regulations, Securities regulations, Team leadership, Recruiting, Retention, Business development, Community relations
Preferred skills
CLU/ChFC, CFP, CLF designations, Full state licensing
Technologies
Series 7, Series 63, Series 24, Series 65, Series 66
Responsibilities
Develop and attract new top-tier professionals, Provide day-to-day leadership and business development, Achieve goals in recruiting, retention, production, and expense management, Maintain community relations
Seniority
Senior, hands-on IC